EWM
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Evermay Wealth Management’s Owens Corning OC Stock Holding History

Evermay Wealth Management’s Portfolio OC Stock Details OC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-475
Closed -$67.8K – 594
2025
Q1 		$67.8K Hold
475
– – 0.01% 297
2024
Q4 		$80.9K Hold
475
– – 0.01% 277
2024
Q3 		$83.8K Hold
475
– – 0.01% 284
2024
Q2 		$82.5K Hold
475
– – 0.01% 287
2024
Q1 		$79.2K Hold
475
– – 0.01% 307
2023
Q4 		$70.4K Buy
+475
New +$62.9K 0.01% 294

Other funds holding OC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Evermay Wealth Management's OC Position: Q2 2025 in Review

Evermay Wealth Management sold out of Owens Corning (OC) in Q2 2025, closing a stake of 475 shares — an estimated $67.8K sold.

Evermay Wealth Management first reported a position in OC in Q4 2023 and held it in 6 quarters. The position peaked at $83.8K in Q3 2024. 701 funds tracked by Wall St. Rank hold OC as of Q2 2025.

  • Evermay Wealth Management reported no remaining Owens Corning position as of Q2 2025 after selling out during the quarter.
  • Evermay Wealth Management sold 475 Owens Corning shares in Q2 2025, an estimated $67.8K.
  • Evermay Wealth Management first reported a position in Owens Corning in Q4 2023 and held it in 6 quarters.
  • Evermay Wealth Management's Owens Corning position peaked at $83.8K in Q3 2024.
  • 701 funds tracked by Wall St. Rank held Owens Corning as of Q2 2025.

Based on Evermay Wealth Management's 13F filing for Q2 2025, filed 30 Jul 2025.